-21.9%
PINS vs BBWI
+27.0%
-48.9%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.3% | 0.0% |
| 7D | -6.2% | -6.2% | 0.0% | -4.5% |
| 30D | -10.9% | +25.5% | -36.4% | -16.4% |
| 3M | -19.5% | +8.0% | -27.5% | -21.8% |
| 6M | -10.4% | +12.7% | -23.1% | -14.7% |
| YTD | -26.4% | +11.6% | -38.0% | -31.1% |
| 1Y | -29.6% | -0.9% | -28.7% | -32.9% |
| 3Y | -39.0% | -22.7% | -16.3% | -40.9% |
| 5Y | -59.1% | -67.2% | +8.0% | -51.8% |
| All | -21.9% | +27.0% | -48.9% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BBWI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling